Client Onboarding Specialist
$48 - $50 per hourMindlance
This range is provided by Mindlance. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $48.00/hr - $50.00/hr Title: Client Onboarding Specialist Location: New York, NY (Hybrid) Key Responsibilities Manage end-to-end onboarding processes for Markets (e.g., Sales & Trading, Capital Markets, Global Markets) from initiation through go-live. Coordinate onboarding activities across multiple stakeholders including Front Office, KYC, AML, Compliance, Legal, Risk, Operations, Credit, and Technology. Serve as the primary point of contact for onboarding requests, tracking status, dependencies, and deliverables. Ensure all onboarding documentation, approvals, and regulatory requirements are completed accurately and within defined timelines. Monitor onboarding milestones, identify risks or delays, and proactively escalation issues as needed. Maintain onboarding trackers, dashboards, and reporting for management visibility. Ensure adherence to internal controls, governance standards, and regulatory policies. Support process improvement initiatives to enhance onboarding efficiency and client experience. Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans. Seniority level Not Applicable Employment type Contract Job function Finance and Consulting Industries Banking, Financial Services, and Investment Banking #J-18808-Ljbffr Mindlance
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Onboarding Specialist in New York, NY vacancy
- ...KYC Client Onboarding Specialist Location: New York, NY Duration: 04 Months Possibility for extension Role will start onsite. Generally two rounds of interviews. 1) Zoom 2) In person Preferable candidate will have KYC Client onboarding experience from Institutional...SuggestedLocal areaRemote work
$40 - $43 per hour
...recruiter to learn more. Base pay range $40.00/hr - $43.00/hr Direct message the job poster from Dexian Position : Client Relationship/Onboarding Specialist Address : Brooklyn, NY Pay Rate : $40 - $43/hr. Duration : 6 Months Hours : 8am - 6pm EST POSITION As a Client...SuggestedContract workWork from homeWorldwide$150k - $190k
...friendly environment where your unique talents and insights will play a crucial role in building something extraordinary. Client Onboarding Specialist Talos is seeking a Client Onboarding Specialist to lead technical implementations and connectivity integrations for...SuggestedFull timeWork at officeRemote workAfternoon shift- BBVA in New York is seeking an onboarding coordinator to manage end-to-end processes for institutional clients. You will liaise with Global Bankers, Compliance, Operations and KYC teams to ensure a seamless onboarding experience, handling documentation, ownership structures...Suggested
- Remote Client Onboarding Specialist Task Buddie is growing quickly, and we’re looking for a motivated Client Onboarding Specialist to join our growing sales team. In this role, you’ll work with new and prospective clients after initial interest is established, guiding...SuggestedRemote job
- Octus is seeking a Senior Client Support Specialist to support the Sky Road Product Suite, onboarding new client funds and trade workflows, and configuring permissions across client accounts. You will collaborate with the Sky Road COO, document enhanced support processes...
- ...A leading technology startup in the United States is seeking a Customer Success representative to onboard and support customers effectively. The ideal candidate has 1-2 years of B2B SaaS experience, strong analytical skills, and is comfortable with tools like HubSpot and...Remote work
DashFuel
New York, NY4 days ago - HelloTeam is seeking a Client Support Specialist to deliver end-to-end client support. This role involves onboarding clients, conducting training sessions, and troubleshooting platform-related issues to ensure a successful user experience. The ideal candidate will have...Remote jobWork from homeFlexible hours
- SinglePlatform is seeking a dedicated professional to onboard and train new customers while managing ongoing relationships. The ideal candidate will demonstrate exceptional communication skills and a positive attitude to support customers effectively. You will address customer...
- A digital consulting company is looking for a Customer Service & Onboarding Representative to join their fully remote team. This role focuses on managing the onboarding process and ensuring excellent customer support in a fast-paced environment. The ideal candidate should...Remote job
- Spotter Labs Inc. is seeking a Customer Onboarding Support Specialist to guide new customers through the onboarding process and ensure a smooth start. You will respond to inquiries and help users get the most from our platform while building a robust knowledge base. You...Remote job
- A community-based organization in New York is seeking a Talent Acquisition Coordinator. The role involves providing essential administrative support to the recruitment process by managing job postings, scheduling interviews, and maintaining communication with candidates...
- ...Vollzeit am Standort Stuttgart. Du bist erster Ansprechpartner für potenzielle vor-Ort-Mitarbeiter, führst Gespräche, unterstützt beim Onboarding und betreust administrative Aufgaben. Zudem pflegst du Stellenportale und erschließt neue Recruiting-Kanäle. Du bringst...
- CareerNation in the United States is seeking a Healthcare Recruiter & Onboarding Specialist for a flexible, remote role. This position combines healthcare recruiting with candidate onboarding and compliance coordination, with training provided and no guaranteed hours. Entry...Remote jobFlexible hours
$100k - $130k
Overview Connecting clients to markets - and talent to opportunityWith 4,300 employees and over 400,000 retail and institutional... ...technology. Responsibilities Position PurposeSupport the onboarding process of new FCM accounts within the Clearing and Execution...- ...and Talent Acquistion modules, including implementation, upgrade, and/or extension of existing PS applications. This role assists clients in the selection, implementation planning, fit analysis, configuration, testing, rollout and post-implementation support of large-scale...Permanent employmentFull timeWork at officeWork from home
Entire Hire
New York, NY9 hours ago - ...Administrative Support for Sales to provide high-level admin assistance, act as the main contact, and track sales metrics. The role includes onboarding, site mobilization, and travel logistics for personnel deployments. The candidate will develop proposals, contracts, and...
- ...A leading financial services group is seeking an Onboarding Specialist to oversee fund and investor onboarding for U.S. clients, ensuring compliance with AML/KYC regulations. The role requires a Bachelor’s degree and 3–6 years of relevant experience. Responsibilities...Remote work
The Ascent Group LLC
New York, NY4 days ago - ...HR documents. Applicants must possess a high school diploma and one year of clerical experience. With responsibilities including onboarding support, data processing for personnel actions, and maintaining accurate HR records, the ideal candidate should possess strong communication...Work at office
$55k - $65k
Passavant Memorial Homes in Pennsylvania is seeking a Human Resources Onboarding Specialist to conduct onboarding for all new candidates. Key responsibilities include scheduling pre-employment checks, maintaining candidate communication, and assisting with job fairs. Candidates...Full timeWork at office- A leading recruitment firm is seeking a Talent Attraction Specialist to support its Northeast Legal Staffing team. This remote role involves sourcing and interviewing legal candidates while collaborating with Practice Directors and Sales Executives. Candidates will need...Remote work
LHH
New York, NY1 day ago - ...Retirement Plan Onboarding Specialist Fully Remote Base: $70,000 – $80,000 Experience: 3-5 Yrs of Onboarding experience Designation preferred, not required Previous remote experience Job Description: Manage the full onboarding process for both takeover and start-up retirement...
CPS
New York, NY9 hours ago $36k - $57.6k
...exceptional service, operational excellence, and strong team development. Position Overview We are seeking for an Onboarding/Offboarding Specialist who is detail-oriented, organized, and passionate about employee experience and HR operations. In this role, you...Full timeContract workH1bWork at officeLocal areaRemote workVisa sponsorshipFlexible hoursChubby Group
New York, NY15 days ago- ...long before an employee’s first day on the floor. We are seeking a hospitality-driven, highly organized, and people-focused Onboarding Specialist to help create an exceptional and welcoming experience for every new hire joining our organization. The Onboarding Specialist...Hourly payWork at office
- Loop AI is seeking a highly motivated Onboarding Specialist to help onboard and activate SMB customers as part of our Customer Success organization. This person will be critical in ensuring new customers get live quickly, understand the product, and reach value early through...
$65k - $66.3k
...benefit. This money is available for tuition loan reimbursement, tuition costs, and text books. Overview: The Recruitment & Onboarding Specialist is a full-cycle recruiting professional within the Housing Works People Operations team. This role primarily leads hiring...Local areaImmediate start- Cbtalents is hiring a German speaking Google Ads Onboarding Account Manager in the United States, Georgia. This critical role involves onboarding new clients and developing high-performing PPC and digital advertising campaigns tailored for the German market. The ideal...Full time
$70k - $90k
Join to apply for the Onboarding Specialist role at Workwize Base pay range $70,000.00/yr - $90,000.00/yr This range is provided by Workwize... ...to talk. We’re on the lookout for a technically adept and client‑focused Onboarding Specialist to join our Customer Success team...Full timeWork at officeRemote workWorldwide- ...behalf of a partner company. We are currently looking for an Onboarding Specialist in the United States. This role offers a unique opportunity... ...business messaging ecosystem. You will play a key role in guiding clients from initial engagement through successful platform adoption...Remote work
- Fortrex is seeking an organized ERP Coordinator to oversee the Employee Retention Program and the onboarding experience for new team members. You will coordinate ERP training and ensure orientation programs are completed on time, while addressing ERP issues and escalating...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Onboarding Specialist. Be the first to apply!
Related searches
- automotive customer service representative New York, NY
- immediate hire customer service representative New York, NY
- lead customer service agent New York, NY
- customer service attendant New York, NY
- td bank customer service representative New York, NY
- inbound customer service representatives New York, NY
- client onboarding specialist New York, NY
- senior customer support representative New York, NY
- airport customer experience specialist New York, NY
- customer support associate New York, NY